Green Leap Financial

As a multigeneration financial practice, we know the value of personal financial planning over the long haul. Founded by Joel Kemmerer in the 1980’s on the principle of sound investment advice, consistency, and honesty. Our commitment is to help clients work toward financial independence through planning. Getting to know our clients, building long-standing relationships, and understanding their goals is the basis of our approach. We aim to accomplish this by being a trusted and knowledgeable resource for your financial future. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Our experienced team will work closely with you to delve deep into your financial history and future goals. From there, we'll create a few custom plans to get you started, and we'll guide you every step of the way. A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional in seeking to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.

Wood Wealth Management is a financial services firm located in Santa Rosa, CA. The firm offers a wide range of financial services, including wealth management, financial planning, retirement planning, and insurance planning. Wood Wealth Management has a team of experienced financial professionals who can help clients achieve their financial goals. The firm is committed to providing clients with personalized service and comprehensive financial advice.